CustOS
CustOS is building an agentic system of operation that unifies post-sales workflows—onboarding, renewals, and account management—into a single platform where human experts and AI agents work side-by-side. The platform eliminates data silos across CRM, PSA, and support tools, ensuring every handoff carries the full customer story forward. It targets enterprise revenue and post-sales teams, with an early access release planned for 2026.
- AI Agents
- Enterprise Software
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Enterprise post-sales operations rely on multiple disconnected tools—such as CRM, PSA, and customer success platforms—each built for a single role's slice of the customer relationship. This fragmentation breaks the customer story at every handoff, causing commitments to slip and overall account health to remain misleadingly green while churn risk rises.
Solution
CustOS is an Agentic System of Operation that brings post-sales workflows—onboardings, renewals, and account management—into one unified platform where human experts and AI agents operate side-by-side. People handle moments requiring judgment, such as scope decisions, course corrections, and save calls, while AI agents continuously carry the underlying work like context gathering, data reconciliation, and record-keeping. Both lanes work from the same customer truth, ensuring that outcomes defined at the point of sale are consistently delivered at every subsequent step. No information is ever re-asked; answers are pulled, conflicts reconciled, and records kept clean, so each handoff carries the full story forward.
Target Audience
Enterprise revenue and post-sales teams, including customer success managers, onboarding specialists, renewal managers, and professional services consultants, who need to coordinate complex account lifecycles across multiple internal functions.
Features
- Dual-lane architecture separating human-led judgment calls from continuous AI-agent-driven background work
- Unified context layer spanning CRM, PSA, and support tools, eliminating data silos and handoff breakdowns
- AI agents that automatically reconcile conflicting records and maintain clean, up-to-date customer data
- Outcome-based workflow design where deliverables defined at the sale stage are tracked through onboarding, QBRs, and renewals
- Automated preparation for critical moments like quarterly business reviews and save calls, arming teams with the complete account story
- Enterprise-grade platform targeted for early access release in 2026